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Argent Advisors, Inc. 13F Holdings
Holdings from the most recent 13F from Argent Advisors, Inc.
Filed: 2025-11-03 (Q3 2025) | Holdings: 163 | Value: $339.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IEFA - ISHARES CORE MSCI EAFE ETF | Reduce 7% $(1.3M) | 5.34% | $18.1M | +3.11% | |||
| IJH - ISHARES CORE S&P MID-CAP ETF | Add 4% ($636.9K) | 4.57% | $15.5M | +4.72% | |||
| IWM - ISHARES RUSSELL 2000 ETF | Add 4% ($472.8K) | 3.88% | $13.2M | +4.99% | |||
| IVV - ISHARES CORE S&P 500 ETF | 3.49% | $11.8M | +0.85% | ||||
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 1% ($77.8K) | 3.44% | $11.7M | +4.28% | |||
| SHY - ISHARES 1-3 YEAR TREASURY BOND ETF | Add 2% ($218.2K) | 3.41% | $11.6M | +0.43% | |||
| RSP - INVESCO S&P 500 EQUAL WEIGHT ETF | Add 6% ($594.7K) | 3.21% | $10.9M | ||||
| RDVI - FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | Add 5% ($509.8K) | 3.10% | $10.5M | +4.23% | |||
| AAPL - APPLE INC COM | Add 12% ($1.1M) | 2.99% | $10.1M | +3.81% | |||
| JPM - JP MORGAN | Add 3% ($256.1K) | 2.62% | $8.9M | ||||
| MSFT - MICROSOFT CORP COM | Add 10% ($740.1K) | 2.36% | $8.0M | -6.32% | |||
| XOM - EXXON MOBIL CORP COM | Add 3% ($222.9K) | 2.34% | $7.9M | +5.71% | |||
| DVYE - ISHARES EMERGING MARKETS DIVIDEND ETF | Add 3% ($183.5K) | 2.18% | $7.4M | +2.33% | |||
| KNG - FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | Add 7% ($455.6K) | 1.97% | $6.7M | +4.13% | |||
| NVDA - NVIDIA CORPORATION COM | Add 18% ($866.3K) | 1.67% | $5.6M | -13.78% | |||
| VZ - VERIZON COMMUNICATIONS INC COM | Add 4% ($163.7K) | 1.32% | $4.5M | +3.35% | |||
| GOOGL - ALPHABET INC CAP STK CL A | Add 16% ($571.0K) | 1.20% | $4.1M | ||||
| KO - COCA COLA CO COM | Add 1% ($39.1K) | 1.15% | $3.9M | +3.72% | |||
| JNJ - JOHNSON & JOHNSON COM | Add 6% ($204.0K) | 1.11% | $3.8M | +13.97% | |||
| CAT - CATERPILLAR INC COM | Add 3% ($103.5K) | 1.11% | $3.8M | +5.82% | |||
| WMT - WALMART INC COM | Add 7% ($253.8K) | 1.10% | $3.7M | +14.50% | |||
| MSTR - MICROSTRATEGY INC CL A NEW | Reduce 27% $(1.3M) | 1.05% | $3.5M | ||||
| IDV - ISHARES INTERNATIONAL SELECT DIVIDEND ETF | Reduce 1% $(28.9K) | 1.04% | $3.5M | +6.31% | |||
| DVY - ISHARES SELECT DIVIDEND ETF | Add 4% ($131.7K) | 1.04% | $3.5M | +4.59% | |||
| MDT - MEDTRONIC PLC SHS | Add 4% ($127.3K) | 1.01% | $3.4M | ||||
| AXP - AMERICAN EXPRESS CO COM | Add 8% ($240.2K) | 1.01% | $3.4M | ||||
| ISTB - ISHARES CORE 1-5 YEAR USD BOND ETF | Reduce 78% $(11.2M) | 0.96% | $3.3M | +0.47% | |||
| LLY - ELI LILLY & CO COM | 0.96% | $3.2M | +15.44% | ||||
| AMZN - AMAZON COM INC COM | Add 13% ($383.6K) | 0.96% | $3.2M | -9.66% | |||
| SHV - ISHARES SHORT TREASURY BOND ETF | Add 21% ($550.5K) | 0.95% | $3.2M | ||||
| CVX - CHEVRON CORP NEW COM | Add 6% ($190.5K) | 0.93% | $3.2M | ||||
| RTX - RTX CORPORATION COM | Add 3% ($91.2K) | 0.84% | $2.9M | ||||
| PFE - PFIZER INC COM | Add 5% ($135.5K) | 0.82% | $2.8M | +7.85% | |||
| CSCO - CISCO SYS INC COM | Add 5% ($128.4K) | 0.82% | $2.8M | +5.28% | |||
| TRV - TRAVELERS COMPANIES INC COM | Add 4% ($92.4K) | 0.78% | $2.6M | ||||
| ENB - ENBRIDGE INC COM | Add 1% ($27.1K) | 0.75% | $2.5M | +3.95% | |||
| WFC - WELLS FARGO CO NEW COM | Add 3% ($73.5K) | 0.74% | $2.5M | ||||
| V - VISA INC COM CL A | Reduce 4% $(115.0K) | 0.72% | $2.5M | ||||
| GSK - GSK PLC ADR | Reduce 1% $(22.6K) | 0.72% | $2.4M | ||||
| DUK - DUKE ENERGY CORP NEW COM NEW | Add 3% ($74.5K) | 0.68% | $2.3M | ||||
| GS - GOLDMAN SACHS GROUP INC COM | Add 7% ($142.6K) | 0.67% | $2.3M | +14.85% | |||
| HD - HOME DEPOT INC COM | Add 11% ($220.4K) | 0.64% | $2.2M | -4.07% | |||
| GPC - GENUINE PARTS CO COM | Reduce 1% $(17.6K) | 0.61% | $2.1M | +7.77% | |||
| TFC - TRUIST FINL CORP COM | Add 1% ($18.3K) | 0.61% | $2.1M | ||||
| MRK - MERCK & CO INC COM | Add 6% ($116.4K) | 0.60% | $2.0M | +21.28% | |||
| PNC - PNC FINL SVCS GROUP INC COM | Add 2% ($29.9K) | 0.58% | $2.0M | +15.94% | |||
| SLQD - ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | Add 9% ($153.1K) | 0.57% | $1.9M | +0.50% | |||
| UNP - UNION PAC CORP COM | New Purchase | 0.56% | $1.9M | +10.40% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | New Purchase | 0.54% | $1.8M | +5.05% | |||
| ES - EVERSOURCE ENERGY COM | New Purchase | 0.52% | $1.8M | ||||
| OBK - ORIGIN BANCORP INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| CMCSA - COMCAST CORP NEW CL A | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP COM | Reduce 100% | 0.00% | $0.00 | ||||